Author: Tom Nolle

Sprint’s shares were up yesterday (well, so were a lot of shares) on reports that it would be offering the iPhone 5, and there were also rumors that analysis of app logs for that phone showed it was compatible with both GSM and CDMA networks.  I wonder now if that’s a further indication that Apple…

It looks as though there may be some hope for Clearwire; Sprint is said to be seeking cable partners to help fund a buyout of the firm.  There’s some logic to this move, I think, because with mobile becoming the hottest spot in all of networking, the cable MSOs are generally without a mobile property. …

NetApp, like so many this quarter, turned in OK numbers and somewhat weak guidance, which was enough for the Street to send the stock down by 15% in after-hours trading.  Coming after Dell and a downgrade of HP pre-earnings, the NetApp news was seen as a reinforcement of the challenges tech stocks face.  In yesterday’s…

A day after the big announcement that Google would buy Motorola Mobility, we’re seeing a lot of reaction in the technology and financial media.  When I blogged on this yesterday I focused on what I thought would be the really significant and non-obvious ramifications of the deal.  Today I want to look at some of…

Those who hope to find fiber broadband snaking through their neighborhoods will be unhappy when they read a Reuters interview with Verizon’s CFO.  Those who have followed my research on the subject of broadband profitability won’t be surprised, though.  What Shammo said was that FiOS won’t be as profitable to Verizon as wireline had been,…

Data for the last quarter shows that cable and satellite TV providers lost a significant number of customers, and while the media is declaring this to be a victory for OTT video I think that’s an oversimplification.  There are major changes in video consumption, some driven by technology, some by economics, and some by population…

With Brocade’s cut in guidance on its earnings call, the company joined what seemed a parade of network equipment vendors who’ve called the future of network spending into question.  Most Wall Street analysts have suggested that Ethernet is coming under pressure and that corporate IT spending is likely to be weak.  Both are likely true,…

Cisco is consolidating its video activities into a single unit and its Videoscape head is leaving.  The decision seems an odd one to me if you look at things from a market perspective.  Videoscape was arguably the most complete suite of content delivery elements available from anyone, but the sheer scope of the product seemed…

Huawei, who has been gaining influence by leaps and bounds simply because it’s the network industry price leader, showed real gains in strategic insight in our most recent survey.  Now, Huawei is demonstrating that it intends to keep up its “build-a-strategy” trend by naming a kind of “Chief Security Officer”.  The mainstream thought is that…

Alcatel-Lucent announced its numbers this morning, and while their results met expectations on the revenue side they fell short of Street estimates on the profit line.  That sent their shares skidding pre-market, making them another telecom equipment casualty.  The financial analysts are calling this a second-half market weakness, but of course it’s more than that. …